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ARK持倉追蹤 | 持續賣出COIN和PayPal

【Ark旗下基金持倉變化小結,2021年10月12日】

①ARK系列主動型ETF當日共操作30筆,其中買入19只股票,賣出11只股票。

②ARKW賣出PayPal,美國支付巨頭PayPal週三表示,將以27億美元的現金交易收購日本Paidy公司,從而擴大其在日本支付領域的佈局。PayPal表示,此次收購預計將在第四季(10-12月)完成,主要以現金的方式進行收購。

③ARKQ賣出COINBASE GLOBAL,加密貨幣交易所Coinbase證實,遭到黑客入侵,偷取至少6,000個客戶賬號。 公司指,黑客犯案的時間爲今年3月至5月,利用漏洞將資金轉移至外部加密貨幣錢包,估算黑客在過程中已獲得電子郵件地址、密碼和電話號碼,並可以訪問個人電子郵件。 公司表示,已與客戶聯繫,並補償他們的損失。

④ARKK賣出SHOPIFY,TikTok將與Shopify(SHOP.US)合作,讓TikTok用戶可以直接在應用程式內購買產品,並通過Shopify的電商平臺付款。

⑤ARKQ持續賣出比亞迪ARD,據全國乘聯會數據,9月國內乘用車零售銷量同比下降17.3%,爲158.2萬輛,較2017年9月的峯值下降27.9%,轎車、SUV、MPV三大細分市場的同比降幅均超過16%。

【ARK系列ETF介紹】

①ARKK:以顛覆性創新產業爲主要投資標的

ARKK專門投資革命性創新的公司,在5個美股ETF中,ARKK投資的公司類型最多元化,包括基因科技、全自動化、物聯網及金融科技相關的公司,可以說是其餘4個ETF的合體。

②ARKQ:以自動科技自動機器人技術爲主要投資標的

ARKQ投資的公司專注於機器人自動化相關的公司,當中投資自動駕駛的公司佔比最多,其次爲自動化機器人、3D打印、儲能技術、太空探索等的相關公司。

③ARKF :以金融科技創新爲主要投資標的

ARKF主力投資金融科技相關公司,其中包括交易平臺、區塊鏈、衆籌平臺等等相關公司。

④ ARKW:以"下一代網絡"爲主要投資標的

ARKW專門投資"下一代網絡"的公司,當中佔比最多的公司爲雲計算、其次爲網絡安全、電子商務、大數據、人工智能等相關公司。

⑤ ARKG:以生物基因科技創新爲主要投資標的

ARKG這隻ETF主要專注於基因革命領域,包括基因編輯技術CRISPR、基因診斷治療、靶向治療、生物信息。

【uSMART目前支持部分美股10倍槓桿日內交易】

以上數據爲Cathie Wood個人/所在機構的過往操作,其交易背後之投資邏輯並不明確,不代表投資建議,注意風險

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